Search Results for: Wealth management

DXcharts Integrates with ChatGPT to Provide Users with Essential Term Descriptions
Fintech News

DXcharts Integrates with ChatGPT to Provide Users with Essential Term Descriptions

Business Wire
by Business Wire0
DXcharts, a financial charting library developed by Devexperts, has integrated with ChatGPT to provide end users with insights into core charting elements. DXcharts enables end users to perform comprehensive technical analysis. It offers over 100 indicators, 42 drawings, customizable intervals, 11 chart types, and accessibility compliance. Devexperts also equipped DXcharts......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
Xapo Bank Partners With Lightspark, Becoming The First Fully Licensed Private Bank To Offer Near-Instant Bitcoin Payments
Banking News

Xapo Bank Partners With Lightspark, Becoming The First Fully Licensed Private Bank To Offer Near-Instant Bitcoin Payments

PR Newswire
by PR Newswire0
Against a backdrop of hyperinflation and economic uncertainty, Xapo Bank also offers an annual interest rate of 4.1% on US dollars and will soon be offering up to 1% on Bitcoin  Xapo Bank, a leading Bitcoin custodian and licensed private bank, has partnered with Lightspark and integrated with the Lightning Network to enable lightning-fast Bitcoin payments for its......
Columbia Banking System and Umpqua Holdings Corporation Complete Merger
Banking News

Columbia Banking System and Umpqua Holdings Corporation Complete Merger

PR Newswire
by PR Newswire0
Two Leading Community Banks Based in the Northwest Combine to Create One of the Largest Banks Headquartered in the West Columbia Banking System, Inc., the parent company of Columbia Bank, and Umpqua Holdings Corporation (“Umpqua“), the parent company of Umpqua Bank, announced the closing of their previously announced merger, combining the......
TD Completes Acquisition of Cowen Inc.
Banking News

TD Completes Acquisition of Cowen Inc.

PR Newswire
by PR Newswire0
TD Bank Group and Cowen Inc. (“Cowen”) announce that TD has completed the acquisition of Cowen. “We are very pleased to welcome Cowen to TD.  Together, with greater scale, broader capabilities and deeper resources, we will continue to serve clients with excellence and accelerate the growth of TD Securities,” said Bharat......
Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader
Investment Services News

Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader

PR Newswire
by PR Newswire0
Investment will fuel international expansion and R&D as the company focuses on enabling the digital transformation of life insurance, wealth and asset management firms Equisoft, a leading global digital solutions provider to the financial industry, is pleased to announce the successful closing of a $125 million equity investment. Of this total investment, $70......
Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications
Finance Investment Services News

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities with Acquisition of Mediant Communications

Business Wire
by Business Wire0
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced that certain affiliates of BetaNXT have acquired Mediant Communications, a provider of investor communications technology and technology-enabled solutions......
First Fidelity Bank, Episode Six Announce Next-Gen Banking as a Service Solution with Launch Customer Unifimoney
Banking News

First Fidelity Bank, Episode Six Announce Next-Gen Banking as a Service Solution with Launch Customer Unifimoney

Business Wire
by Business Wire0
First Fidelity Bank has entered the highly competitive Banking as a Service market with Episode Six as its platform partner First Fidelity Bank (FFB) a 100-year-old community bank headquartered in Oklahoma City, announced the launch of its next-gen Banking as a Service (BaaS) solution. The solution was developed with Episode Six (E6), a......
Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice
Cryptocurrency Investment Services News

Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice

PR Newswire
by PR Newswire0
Arbor Digital, the leading direct exposure crypto-asset investment solution for individual investors and RIAs, has announced a strategic partnership with Polygon Advisory Group, the leading crypto-tax service provider in the industry. Through the partnership, Arbor Digital and its SMA clients will have access to Polygon’s tax planning strategy expertise in the crypto-industry. Marc Nichols,......
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